The Neat Company 322, 698 Making Your First Scan, Select your settings, Organize your information

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MAKING YOUR FIRST SCAN

Your Neat scanner is the easiest way to transform paper information into organized digital files. Here’s how to get your paper into Neat!

Select your settings

Before scanning an item, it’s important to check your scan settings in Neat. You can specify your item type, set color options, and more. Note that scan settings will be different depending on whether you are using NeatDesk or NeatReceipts.

SCANNER SELECTION

If you have multiple Neat scanners, you can choose which one to use here.

ITEM TYPE

Neat can detect item types automatically, or you can select a specific item type here.

BLACK & WHITE/COLOR

Select black & white for speed, or make full-color scans.

SIMPLEX/DUPLEX (NeatDesk only)

Select single- or double-sided scanning for NeatDesk.

COMBINE PAGES

This setting lets you save multi-page documents as a single item in Neat.

REMOVE BLANK PAGES

This setting will automatically delete blank pages – useful when scanning many pages at once.

Organize your information

You’ll need to create a folder to keep your scanned items.

Click here to learn about creating and organizing folders.

Getting Started with Neat

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Contents Getting Started with Neat Before you Scan / Item Types Transforming Your Information Before YOU ScanMaking Your First Scan Select your settingsOrganize your information Scanning from Your Hardware Scanning from Your SoftwareAfter YOU Scan More Ways to GET Things Into Neat Send to NeatImport Manual Entry Review your itemsFolders Organizing with NeatDrag-and-Drop Organization Viewing Your Items Thumbnail ViewList View Item ViewEditing Items and Adding Detail Searching Your Neat Files Using your informationCreating Reports Exporting Data Syncing contacts with OutlookExporting to TurboTax Other ways to export your dataAlready have NeatCloud?
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